Ewing Morris & Co. Investment Partners Ltd.
TORONTO Z4 · SEC CIK 0001846838
$1.91亿2026Q2 申报市值
89持仓数
43.9%前十大占比 · 第一大 7.7%
16 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IEFA 新建仓+$502.14万
SHIFT4 PMTS INC 新建仓+$287.79万
IJR 新建仓+$287.72万
IEMG 新建仓+$284.49万
SPSC 新建仓+$201.48万
2026Q2 卖出最多 按季末市值估算
CMP 减仓-$3,740.06万
BANDWIDTH INC 清仓-$1,094.50万
RPD 清仓-$376.79万
CABO 清仓-$375.23万
EFA 清仓-$367.91万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | BANDWIDTH INC | $0 | 0.00% | 0 | -12,200,000 | -100.0% | -$1,094.50万 | 清仓 |
| RPD | RAPID7 INC | $0 | 0.00% | 0 | -4,350,000 | -100.0% | -$376.79万 | 清仓 |
| CABO | CABLE ONE INC | $0 | 0.00% | 0 | -5,000,000 | -100.0% | -$375.23万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -37,878 | -100.0% | -$367.91万 | 清仓 |
| ZD | ZIFF DAVIS INC | $0 | 0.00% | 0 | -78,643 | -100.0% | -$329.99万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -36,843 | -100.0% | -$209.23万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$179.45万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -2,165 | -100.0% | -$79.92万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -6,105 | -100.0% | -$59.85万 | 清仓 |
| — | DOCEBO INC | $0 | 0.00% | 0 | -25,477 | -100.0% | -$44.51万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -13,400 | -100.0% | -$37.88万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -2,589 | -100.0% | -$24.71万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,116 | -100.0% | -$20.35万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.38万 | 0.11% | 368 | 368 | — | $21.38万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $25.74万 | 0.13% | 3,090 | 0 | 0.0% | — | 不变 |
| RSVR | RESERVOIR MEDIA INC | $26.70万 | 0.14% | 27,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $26.75万 | 0.14% | 636 | 0 | 0.0% | — | 不变 |
| — | VILLAGE FARMS INTL INC | $27.95万 | 0.15% | 139,736 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $28.08万 | 0.15% | 4,420 | 1,550 | 54.0% | $9.85万 | 加仓 |
| ZYME | ZYMEWORKS INC | $28.36万 | 0.15% | 10,850 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $29.97万 | 0.16% | 255 | -15 | -5.6% | -$1.76万 | 减仓 |
| EMA | EMERA INC | $30.36万 | 0.16% | 5,725 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $33.12万 | 0.17% | 1,988 | 627 | 46.1% | $10.45万 | 加仓 |
| GOOG | ALPHABET INC | $33.25万 | 0.17% | 941 | -90 | -8.7% | -$3.18万 | 减仓 |
| BN | BROOKFIELD CORP | $37.45万 | 0.20% | 8,781 | 8,781 | — | $37.45万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $38.62万 | 0.20% | 4,921 | 260 | 5.6% | $2.04万 | 加仓 |
| — | STRATEGY INC | $39.99万 | 0.21% | 6,798 | -3,883 | -36.4% | -$22.84万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $40.55万 | 0.21% | 7,540 | 600 | 8.6% | $3.23万 | 加仓 |
| LIT | GLOBAL X FDS | $41.06万 | 0.21% | 5,223 | 5,223 | — | $41.06万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $44.41万 | 0.23% | 12,156 | -2,480 | -16.9% | -$9.06万 | 减仓 |
| MFC | MANULIFE FINL CORP | $45.56万 | 0.24% | 11,237 | 480 | 4.5% | $1.95万 | 加仓 |
| — | ATKORE INC | $45.62万 | 0.24% | 6,000 | 6,000 | — | $45.62万 | 新建仓 |
| OR | OR ROYALTIES INC. | $46.15万 | 0.24% | 14,550 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $46.97万 | 0.25% | 1,435 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $46.98万 | 0.25% | 14,111 | -16,821 | -54.4% | -$56.00万 | 减仓 |
| IWM | ISHARES TR | $51.41万 | 0.27% | 1,711 | 1,711 | — | $51.41万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $51.82万 | 0.27% | 992 | -1,518 | -60.5% | -$79.30万 | 减仓 |
| SA | SEABRIDGE GOLD INC | $52.70万 | 0.28% | 20,430 | 20,430 | — | $52.70万 | 新建仓 |
| AMZN | AMAZON COM INC | $52.89万 | 0.28% | 2,219 | -49 | -2.2% | -$1.17万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $53.14万 | 0.28% | 10,079 | 10,079 | — | $53.14万 | 新建仓 |
| — | HIGH TIDE INC | $54.64万 | 0.29% | 240,000 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP | $58.02万 | 0.30% | 5,160 | 750 | 17.0% | $8.43万 | 加仓 |
| — | ORLA MNG LTD NEW | $59.63万 | 0.31% | 61,000 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $59.97万 | 0.31% | 1,645 | -1,430 | -46.5% | -$52.13万 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $60.12万 | 0.31% | 4,178 | 330 | 8.6% | $4.75万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $67.63万 | 0.35% | 7,786 | 219 | 2.9% | $1.90万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $70.09万 | 0.37% | 7,500 | 7,500 | — | $70.09万 | 新建仓 |
| USMV | ISHARES TR | $70.80万 | 0.37% | 7,340 | 160 | 2.2% | $1.54万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $71.09万 | 0.37% | 5,956 | 1,043 | 21.2% | $12.45万 | 加仓 |
| GOGO | GOGO INC | $72.56万 | 0.38% | 234,052 | 0 | 0.0% | — | 不变 |
| SLSR | SOLARIS RES INC | $73.24万 | 0.38% | 87,100 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $74.42万 | 0.39% | 6,420 | -310 | -4.6% | -$3.59万 | 减仓 |
| IXC | ISHARES TR | $74.80万 | 0.39% | 15,225 | 15,225 | — | $74.80万 | 新建仓 |
| AAPL | APPLE INC | $77.64万 | 0.41% | 2,683 | -34 | -1.3% | -$9,838 | 减仓 |
| PICK | ISHARES INC | $84.71万 | 0.44% | 14,568 | 14,568 | — | $84.71万 | 新建仓 |
| STIP | ISHARES TR | $87.70万 | 0.46% | 8,585 | -14,030 | -62.0% | -$143.33万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $97.13万 | 0.51% | 1,000,000 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $98.42万 | 0.51% | 11,345 | 11,345 | — | $98.42万 | 新建仓 |
| U | UNITY SOFTWARE INC | $99.17万 | 0.52% | 875,000 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $107.76万 | 0.56% | 390,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $112.30万 | 0.59% | 1,525 | 483 | 46.4% | $35.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $122.75万 | 0.64% | 2,453 | -66 | -2.6% | -$3.30万 | 减仓 |
| ACWI | ISHARES TR | $125.58万 | 0.66% | 8,000 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $134.40万 | 0.70% | 703,645 | -52,700 | -7.0% | -$10.07万 | 减仓 |
| SWIM | LATHAM GROUP INC | $136.81万 | 0.71% | 211,459 | -368,199 | -63.5% | -$238.22万 | 减仓 |
| TRIP | TRIPADVISOR INC | $137.10万 | 0.72% | 100,000 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $144.52万 | 0.76% | 7,240 | 1,650 | 29.5% | $32.94万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $149.85万 | 0.78% | 6,112 | -2,500 | -29.0% | -$61.29万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $154.85万 | 0.81% | 38,716 | 765 | 2.0% | $3.06万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $158.23万 | 0.83% | 41,586 | 11,400 | 37.8% | $43.38万 | 加仓 |
| FUL | FULLER H B CO | $164.38万 | 0.86% | 28,200 | 8,200 | 41.0% | $47.80万 | 加仓 |
| ENB | ENBRIDGE INC | $171.57万 | 0.90% | 31,649 | -56 | -0.2% | -$3,036 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $184.59万 | 0.96% | 2,470 | -2,482 | -50.1% | -$185.48万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $196.89万 | 1.03% | 22,661 | -108 | -0.5% | -$9,384 | 减仓 |
| — | SNDL INC | $199.41万 | 1.04% | 1,481,222 | 180,000 | 13.8% | $24.23万 | 加仓 |
| SPSC | SPS COMM INC | $201.48万 | 1.05% | 35,243 | 35,243 | — | $201.48万 | 新建仓 |
| — | SANGOMA TECHNOLOGIES CORP | $255.05万 | 1.33% | 668,854 | 600 | 0.1% | $2,288 | 加仓 |
| TRP | TC ENERGY CORP | $264.15万 | 1.38% | 39,533 | 377 | 1.0% | $2.52万 | 加仓 |
| BL | BLACKLINE INC | $266.67万 | 1.39% | 95,000 | 35,000 | 58.3% | $98.25万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $284.25万 | 1.49% | 19,967 | 5,267 | 35.8% | $74.98万 | 加仓 |
| IEMG | ISHARES INC | $284.49万 | 1.49% | 34,342 | 34,342 | — | $284.49万 | 新建仓 |
| IJR | ISHARES TR | $287.72万 | 1.50% | 19,400 | 19,400 | — | $287.72万 | 新建仓 |
| — | SHIFT4 PMTS INC | $287.79万 | 1.50% | 3,000,000 | 3,000,000 | — | $287.79万 | 新建仓 |
| ASTL | ALGOMA STL GROUP INC | $294.29万 | 1.54% | 722,350 | 12,350 | 1.7% | $5.03万 | 加仓 |
| GSHD | GOOSEHEAD INS INC | $376.52万 | 1.97% | 77,633 | -24,050 | -23.7% | -$116.64万 | 减仓 |
| FTS | FORTIS INC | $378.13万 | 1.98% | 66,028 | 490 | 0.7% | $2.81万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $383.54万 | 2.00% | 26,451 | -10,200 | -27.8% | -$147.90万 | 减仓 |
| GLD | SPDR GOLD TR | $455.58万 | 2.38% | 12,367 | -4,145 | -25.1% | -$152.69万 | 减仓 |
| — | XOMETRY INC | $458.30万 | 2.39% | 2,600,000 | -1,500,000 | -36.6% | -$264.40万 | 减仓 |
| BL | BLACKLINE INC | $462.01万 | 2.41% | 5,000,000 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $468.64万 | 2.45% | 26,524 | -57 | -0.2% | -$1.01万 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $475.30万 | 2.48% | 340,961 | -65,000 | -16.0% | -$90.61万 | 减仓 |
| IEFA | ISHARES TR | $502.14万 | 2.62% | 51,992 | 51,992 | — | $502.14万 | 新建仓 |
| EFXT | ENERFLEX LTD | $540.10万 | 2.82% | 220,000 | -30,000 | -12.0% | -$73.65万 | 减仓 |
| RY | ROYAL BK CDA | $619.59万 | 3.24% | 29,932 | -5,228 | -14.9% | -$108.22万 | 减仓 |
| FIVN | FIVE9 INC | $624.25万 | 3.26% | 7,000,000 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $636.57万 | 3.33% | 52,374 | -980 | -1.8% | -$11.91万 | 减仓 |
| EVH | EVOLENT HEALTH INC | $797.09万 | 4.16% | 10,500,000 | 0 | 0.0% | — | 不变 |
| SRI | STONERIDGE INC | $817.16万 | 4.27% | 1,352,980 | -12,074 | -0.9% | -$7.29万 | 减仓 |
| IQLT | ISHARES TR | $1,003.81万 | 5.24% | 202,585 | 896 | 0.4% | $4.44万 | 加仓 |